The product list: your default pricing catalog

What the product list is, how quote items pull from it, what each column means, and the plan limits on how many items you can keep.

Beginner 5 minOwner / manager, Office & admin staff, Sales rep / estimator· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideGuide Video scriptScript Test checklistChecklist

Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /pricing/productlist, /settings?activeTab=product-list · Guide last checked 2026-10-03

0 of 5 ticked · remembered in this browser

Preconditions

A product list with 30 to 50 realistic roofing items.

Steps

1. Open the product listDo: Click "Price list" in the sidebar.Expect: Heading "Products & Pricing › Product List (default pricing)", a count of items, a search box "Search by name, description, unit", an "Add item" button and a paginated table.Actual:
2. Read the columnsDo: Read the table: Name, Description, Price, Unit, Measurement, plus "Calculation" and edit actions per row.Expect: Units are one of SQ, SQFT, LF, EA, GAL, HR, BDL, PCT, RL, BX.Actual:
3. SearchDo: Type "shingle" in the search box.Expect: The table filters by name, description or unit.Actual:
4. Know the limitsDo: Remember: Starter allows 250 items; Pro and Beta allow 1,000. Over the limit, adding an item shows an error toast.Expect: The item count in the header helps you track it.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

Related lessons

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